Mason & Associates, LLC

Mason & Associates is a fee-only financial planning firm specializing in comprehensive financial, tax, and retirement planning for federal employees (FERS and CSRS), as well as other clients with $1M+ in investments. Led by CFP®-certified advisors with over 100 years of combined experience, they provide ongoing financial planning, estate planning, tax optimization, and investment management services to clients nationwide. The firm is known for its transparent, client-first approach and hosts the Federal Employee Financial Planning Podcast to educate clients on federal benefits and tax strategies.